Iht Wealth Management, LLC Two Rds Shared Tr Transaction History

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Two Rds Shared Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 63,349 shares of LSAF stock, worth $2.63 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
63,349
Previous 66,227 4.35%
Holding current value
$2.63 Million
Previous $2.74 Million 6.35%
% of portfolio
0.09%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$40.52 - $44.24 $116,616 - $127,322
-2,878 Reduced 4.35%
63,349 $2.57 Million
Q3 2024

Nov 14, 2024
BUY
$36.68 - $41.38 $128,710 - $145,202
3,509 Added 5.59%
66,227 $2.74 Million
Q2 2024

Aug 14, 2024
SELL
$36.43 - $38.95 $77,231 - $82,574
-2,120 Reduced 3.27%
62,718 $2.37 Million
Q1 2024

May 15, 2024
BUY
$33.9 - $39.17 $111,022 - $128,281
3,275 Added 5.32%
64,838 $2.54 Million
Q4 2023

Feb 14, 2024
BUY
$30.14 - $34.87 $702,111 - $812,296
23,295 Added 60.87%
61,563 $2.12 Million
Q3 2023

Nov 14, 2023
SELL
$31.32 - $33.13 $176,143 - $186,323
-5,624 Reduced 12.81%
38,268 $1.21 Million
Q2 2023

Aug 14, 2023
BUY
$28.97 - $31.77 $47,481 - $52,071
1,639 Added 3.88%
43,892 $1.39 Million
Q1 2023

May 15, 2023
BUY
$28.55 - $32.86 $104,921 - $120,760
3,675 Added 9.53%
42,253 $1.29 Million
Q4 2022

Feb 14, 2023
SELL
$27.56 - $32.09 $53,108 - $61,837
-1,927 Reduced 4.76%
38,578 $1.16 Million
Q3 2022

Nov 22, 2022
BUY
$26.4 - $31.41 $75,741 - $90,115
2,869 Added 7.62%
40,505 $1.09 Million
Q2 2022

Aug 15, 2022
BUY
$27.25 - $33.27 $477,801 - $583,356
17,534 Added 87.23%
37,636 $1.04 Million
Q1 2022

May 16, 2022
BUY
$30.61 - $35.4 $615,322 - $711,610
20,102 New
20,102 $653,000

Others Institutions Holding LSAF

# of Institutions
31
Shares Held
3.44M
Call Options Held
0
Put Options Held
0
View Full List

About TWO RDS SHARED TR

LSAF Quotes by TradingView
  • Ticker LSAF
  • Sector ETFs
  • Industry ETFs
More about LSAF
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